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Ask your phone agent for balances, transfers and conversions in Airwallex.

Connect Airwallex to AgentCalls and your phone agent can answer finance questions while a caller is on the line. It can check your current balances by currency, look up recent transfers and currency conversions, list your beneficiaries and global accounts, and confirm which currencies you can convert. Your team gets accurate figures without logging in. Set it up once from the AgentCalls dashboard with your Airwallex connection, and the agent works with the account you already use.

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What your agent can do with Airwallex

  • Read current balances in each currency, including available, pending and reserved amounts
  • Look up recent transfers and conversions by status, currency or date
  • List beneficiaries and global accounts, filtered by country or currency
  • Confirm which currencies your account supports for conversion
  • Check account status and profile details during a call

Airwallex exposes 7 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Supplier asks if a payment went out

  1. Caller

    Hi, this is Mark from Northline Supplies. Did the transfer for invoice 4471 go through yet?

  2. Agent

    Let me check that for you. I can see a transfer of 3,200 euros sent on Tuesday to Northline Supplies. Its status is completed.

  3. Caller

    Perfect, thanks. Can you tell me when the funds should arrive?

  4. Agent

    It was completed on Tuesday, so the funds should already be in their account. If they don't see it by tomorrow, I can take a note for the finance team.

Owner checks the balance before a purchase

  1. Caller

    Hi, it's Dana. I want to know how much we have available in dollars right now.

  2. Agent

    Your available USD balance is 18,540.25 dollars. There is another 2,000 dollars pending from a payout that hasn't cleared yet.

  3. Caller

    Okay. And what about euros?

  4. Agent

    Your available EUR balance is 6,115.00 euros, with nothing pending.

Bookkeeper asks about recent conversions

  1. Caller

    Hello, I'm calling for the monthly close. Can you list the currency conversions from last week?

  2. Agent

    Sure. There were three conversions last week, all completed. The largest was 10,000 US dollars converted to British pounds on Thursday.

  3. Caller

    Thanks. Can you also confirm that we can convert into Japanese yen?

  4. Agent

    Yes, Japanese yen is on the list of currencies your account supports for conversion.

How to connect Airwallex

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Airwallex

    From Integrations in the dashboard, choose Airwallex and enter the connection details from your Airwallex account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Airwallex actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Airwallex during the call or after it?

During the call. When a caller asks about a balance, transfer, conversion or beneficiary, your agent looks it up in Airwallex while the conversation is happening and reads back the answer.

What do I need to connect Airwallex?

An Airwallex account and your own connection credentials from the Airwallex settings. Add them in the AgentCalls dashboard under integrations and sign in to confirm the link.

Which plan includes the Airwallex integration?

Integrations, including Airwallex, are included from the Growth plan. Lower plans can see the integration but cannot turn it on until you upgrade.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Airwallex.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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